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Compare KSM vs. SWTZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are KSM and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $1,004.26 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $2,457.95 |
Average age group | 26 - 35 | > 35 |
Key Summary
KSM | SWTZ | |
|---|---|---|
Strategy | KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | |
Top 3 countries | ||
Management fee | 1.31 % | 0.89 % |
Key Summary
KSM | SWTZ | |
|---|---|---|
Issuer | K2 | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.89 % |
Price | $2.48 | $2.42 |
Size | $11.760 million | $59.585 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.42 % | 5.22 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 6 |
Median incremental investment | $1,004.26 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $972.16 | $2,457.95 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
KSM | SWTZ | |
|---|---|---|
Pros |
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Cons |
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KSM | SWTZ |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |